BENEFIT PLANS

Evergreen directly assists your employee benefits by handling everything insurance and retirement plan-related so you can focus on what is important to you and your organization. Our open enrollment and new hire process involve online and paper elections to make sure we are meeting the needs of each individual employee. Keeping your employees happy with their insurance benefits and retirement plans means personalized service and customized attention. We also handle all aspects of ACA compliance. 

 

Helping you offer the smartest plan designs to your employees, handling all administration of your plan and being 100% available to you and your employees is only a glimpse of how Evergreen will add value to your organization.

 

QUALIFIED RETIREMENT PLANS

- 401(k)

- 403(b)

- Simple IRA

- SEP IRA 

- Solo 401k

EMPLOYEE

BENEFIT PLANS

- Health Plans (ACA Compliant)

- HSA, HRA & FSA Administration

- Group Life and AD&D

- Group Long-term Disability

- Dental & Vision

- Voluntary Benefits

CONSULTING

- ACA Compliance

- Cafeteria Plan Designs

- 6055/6056

- PA 152 & PA 106

INVEST with Evergreen

 (517) 655-2118
  • Facebook-Evergreen Wealth Management
Who We Serve
Individuals
Institutions
Employer Benefit Plans
Advisors

"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd." - Warren Buffet

Copyright © Evergreen Wealth Management, LLC. All rights reserved.

Williamston, Michigan & Perrysburg, Ohio